Panel: staying on top of the private credit market
Five of the biggest names in the business discuss the state of private credit, including supply and demand, joint ventures, loosening covenants and incremental debt baskets.
Presentation: venture debt
Panel: getting ebitda right
Hear why the definition of ebitda has become a key battleground for mid-market lenders as managers, sponsors and investors delve deep into the most contentious topic in the market.
Panel: jumping over hurdles
Spreads are grinding tighter while return hurdles aren't. What's a manager to do? Managers and investors swap notes on how to generate great returns without adding great risks to their portfolios.
Presentation: infrastructure debt
Panel: putting private debt in its place
Allocators and advisors come together to discuss how mid-market and private debt investments sit in their portfolio, and the challenges and opportunities for institutional investors in this space.
Debate: should you securitise mid-market loans publicly or privately?
Mid-market CLOs have struggled to gain traction since the crisis, and the approach now has to compete with a range of privately-rated warehouse structures. What is the best way for a manager to securitise a mid-market loan portfolio today?
Presentation: US vs Europe
Four managers face four (theoretical) mid-market investment opportunities. Hear how investment decisions are made at some of the top shops in the business as they decide which opportunities are worth bidding for.